Positions closed / trimmed, last 7 days
I've noticed an increase in new followers recently, so I guess my performance since the start of 2025 has made me appear on a few stats tables.
Below is an update of recent movements in the portfolio.
Since 30th April, I've closed or trimmed some positions,... Show More
Today the market went further into overbought territory and so I reduced stocks exposure.
I trimmed many positions by 50%, and closed some positions completely which did not meet valuation criteria, following my trading rules for this scenario.
This means we're now 72% invested in stocks, with... Show More
We have entered moderately overbought conditions, which by my definition means over 10% of stocks on my screener are overbought. As such I trimmed a small number of positions, and will continue to do so if the market continues to rise.
The cash raised was put into $IB01.L (iShares $ Treasury Bond 0-1yr... Show More
Last week I closed 10% of my stocks and put the cash into $IB01.L (iShares $ Treasury Bond 0-1yr UCITS ETF) .
For anyone not aware of this, it's a bonds ETF which rises about 4% per year, extremely consistently, on a daily basis, following the movement of US government bonds.
Its consistency of... Show More
Great day today with the portfolio +3.9% bringing us to over 5% profit for the year so far. (At the time of writing)
Turns out de-risking before the Trump announcement (closing some positions to free up cash) didn't pay off, but no regrets there since it could easily have gone the other way.
That... Show More
Yesterday we closed the following positions:
OPLN (+14.17%)
TWLO (+21.55%)
ONIT (+11.02%)
HAIN (−3.24%)
TBPH (+18.85%)
TBRG (−2.73%)
XYL (−10.99%)
FRSH (−12.55%)
The reason for closing these positions was to free a little bit of cash up since they no longer meet valuation criteria and I would like... Show More
Stop trying to use the news to predict the markets.
Instead use the markets to predict the news.
The oil price fluctuations are the best indicator of what's going on in the middle east, not vice versa.
Think about it like this - News corporations (and even random people on YouTube or X) are owned... Show More
10
8
0
Join Millions of Traders
Find a trader you like and click copy. When they trade, you trade.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Sun May 17 2026 09:34:26 GMT+0000 (Coordinated Universal Time)